CFP® | Senior Portfolio Manager
Matt Bappert has more than 10 years of experience in the financial services industry – with a focus on investment and wealth management. In his role as a Senior Portfolio Manager, Matt advises clients on investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiency.
Matt chose this career because it allows him to fulfill his deep interest in both investing and personal finance – and pass on that knowledge to help others. His clients can count on him to:
- Communicate, communicate, communicate
- Explain complex concepts in a clear, understandable way
- Provide a comprehensive approach to financial planning
Matt earned a bachelor of science degree with a focus in public financial management from Indiana University, and holds the Certified Financial Planner™ certification.
Outside of work, Matt enjoys spending time with his family, staying physically active, travelling to anywhere there is a beach and reading anything he can about history or finance.